---
title: "OneDrive Integration Process"
slug: "onedrive-integration-process"
tags: ["cagg"]
updated: 2026-08-11T05:13:00Z
published: 2026-08-11T05:13:00Z
canonical: "support.whatfix.com/onedrive-integration-process"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# OneDrive Integration Process

Integrate OneDrive with Whatfix to fetch articles from your OneDrive Repository and display them as contextual links in the Self Help widget.

> [!NOTE]
> Info:
> 
> To enable OneDrive integration, the **OneDrive Authorization code** must be handed over to your Whatfix representative.

Use the following steps to generate the OneDrive Authorization code:

**Admin Account**

1. On the Whatfix Guidance dashboard, click **Settings**. ![ia_left_nav_settings](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_settings.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A16%3A50Z&se=2026-11-12T08%3A16%3A50Z&sr=c&sp=r&sig=%2BwPkdNDO3Y2%2Bu%2BPViHHOSeHjOH%2Br%2Bn%2FOyke5e4gSvt4%3D)
2. Click **Repositories**. ![ia_left%20nav_repositories%20](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left%20nav_repositories%20.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A16%3A50Z&se=2026-11-12T08%3A16%3A50Z&sr=c&sp=r&sig=%2BwPkdNDO3Y2%2Bu%2BPViHHOSeHjOH%2Br%2Bn%2FOyke5e4gSvt4%3D)

1. Click the **OneDrive** tile. ![RB_DB_CAggclickOnedrive](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_CAggclickOnedrive.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A16%3A50Z&se=2026-11-12T08%3A16%3A50Z&sr=c&sp=r&sig=%2BwPkdNDO3Y2%2Bu%2BPViHHOSeHjOH%2Br%2Bn%2FOyke5e4gSvt4%3D)
2. Enter a title, your OneDrive URL, and then click **Next**. ![RB_DB_repoODrive](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_repoODrive.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A16%3A50Z&se=2026-11-12T08%3A16%3A50Z&sr=c&sp=r&sig=%2BwPkdNDO3Y2%2Bu%2BPViHHOSeHjOH%2Br%2Bn%2FOyke5e4gSvt4%3D)
3. Choose if you want the Repository content to be accessed by anyone with the link or only internal employees with the link, and then click **Next**. ![RB_DB_repo_odrive](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_repo_odrive.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A16%3A50Z&se=2026-11-12T08%3A16%3A50Z&sr=c&sp=r&sig=%2BwPkdNDO3Y2%2Bu%2BPViHHOSeHjOH%2Br%2Bn%2FOyke5e4gSvt4%3D)
4. Choose if you want to fetch content from the whole Repository or a specific folder, and then click **Integrate**. ![RB_DB_Reposelectcontent](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_Reposelectcontent.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A16%3A50Z&se=2026-11-12T08%3A16%3A50Z&sr=c&sp=r&sig=%2BwPkdNDO3Y2%2Bu%2BPViHHOSeHjOH%2Br%2Bn%2FOyke5e4gSvt4%3D)
5. Log in to your Microsoft account.
6. Once logged in, on the pop-up that appears, click **Accept**. ![microsoft_onedrive_accept](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/microsoft_onedrive_accept.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A16%3A50Z&se=2026-11-12T08%3A16%3A50Z&sr=c&sp=r&sig=%2BwPkdNDO3Y2%2Bu%2BPViHHOSeHjOH%2Br%2Bn%2FOyke5e4gSvt4%3D)

The integration is then processed.

> [!WARNING]
> Note:
> 
> - The Repository links are available in the Ready stage once the Repository is crawled into Whatfix.
> - You cannot move the links to the Draft stage or edit them. In the Ready stage, you can only edit tags and search keywords.
> - Once you push the Repository links to the Production stage, you cannot move them back to the Ready or Draft stages like the other Whatfix content and widgets.
> - Unlike other content and widgets that you can tag in the Draft stage, you can tag the Repository links only in the Ready stage.

**Non-Admin Account**

1. On the Whatfix Guidance dashboard, click **Settings**. ![ia_left_nav_settings](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_settings.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A16%3A50Z&se=2026-11-12T08%3A16%3A50Z&sr=c&sp=r&sig=%2BwPkdNDO3Y2%2Bu%2BPViHHOSeHjOH%2Br%2Bn%2FOyke5e4gSvt4%3D)
2. Click **Repositories**. ![ia_left%20nav_repositories%20](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left%20nav_repositories%20.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A16%3A50Z&se=2026-11-12T08%3A16%3A50Z&sr=c&sp=r&sig=%2BwPkdNDO3Y2%2Bu%2BPViHHOSeHjOH%2Br%2Bn%2FOyke5e4gSvt4%3D)

1. Click the **OneDrive** tile. ![RB_DB_CAggclickOnedrive](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_CAggclickOnedrive.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A16%3A50Z&se=2026-11-12T08%3A16%3A50Z&sr=c&sp=r&sig=%2BwPkdNDO3Y2%2Bu%2BPViHHOSeHjOH%2Br%2Bn%2FOyke5e4gSvt4%3D)
2. Enter a title, Repository URL, and then click **Next**. ![RB_DB_repoODrive](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_repoODrive.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A16%3A50Z&se=2026-11-12T08%3A16%3A50Z&sr=c&sp=r&sig=%2BwPkdNDO3Y2%2Bu%2BPViHHOSeHjOH%2Br%2Bn%2FOyke5e4gSvt4%3D)
3. Choose if you want the Repository content to be accessed by anyone with the link or only internal employees with the link, and then click **Next**. ![RB_DB_repo_odrive](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_repo_odrive.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A16%3A50Z&se=2026-11-12T08%3A16%3A50Z&sr=c&sp=r&sig=%2BwPkdNDO3Y2%2Bu%2BPViHHOSeHjOH%2Br%2Bn%2FOyke5e4gSvt4%3D)
4. Choose if you want to fetch content from the whole Repository or a specific folder, and then click **Integrate**. ![RB_DB_Reposelectcontent](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_Reposelectcontent.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A16%3A50Z&se=2026-11-12T08%3A16%3A50Z&sr=c&sp=r&sig=%2BwPkdNDO3Y2%2Bu%2BPViHHOSeHjOH%2Br%2Bn%2FOyke5e4gSvt4%3D)
5. Since the login credentials used are for a non-admin account, click **Request approval** on the pop-up. ![microsoft_onedrive_approval](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/microsoft_onedrive_approval.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A16%3A50Z&se=2026-11-12T08%3A16%3A50Z&sr=c&sp=r&sig=%2BwPkdNDO3Y2%2Bu%2BPViHHOSeHjOH%2Br%2Bn%2FOyke5e4gSvt4%3D)

> [!WARNING]
> Note:
> 
> - Once the request is sent, the following pop-up is displayed. ![onedrive_request_sent](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/onedrive_request_sent.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A16%3A50Z&se=2026-11-12T08%3A16%3A50Z&sr=c&sp=r&sig=%2BwPkdNDO3Y2%2Bu%2BPViHHOSeHjOH%2Br%2Bn%2FOyke5e4gSvt4%3D)
> - Ensure that the admin of the Microsoft account has provided you with access to the OneDrive app.

1. Go to the Repository draft, and then click the **more** icon. ![clm_db_repositories_draft_ellipsis](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_db_repositories_draft_ellipsis.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A16%3A50Z&se=2026-11-12T08%3A16%3A50Z&sr=c&sp=r&sig=%2BwPkdNDO3Y2%2Bu%2BPViHHOSeHjOH%2Br%2Bn%2FOyke5e4gSvt4%3D)
2. Click the **Edit** icon, and then follow steps 1 to 5 to integrate the Repository. ![clm_db_repositories_draft_edit](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_db_repositories_draft_edit.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A16%3A50Z&se=2026-11-12T08%3A16%3A50Z&sr=c&sp=r&sig=%2BwPkdNDO3Y2%2Bu%2BPViHHOSeHjOH%2Br%2Bn%2FOyke5e4gSvt4%3D)

The integration is then processed.

> [!WARNING]
> Note:
> 
> - The Repository links are available in the Ready stage once the Repository articles are crawled through and brought into Whatfix.
> - You cannot move the links to the Draft stage or edit them. In the Ready stage, you can only edit tags and search keywords.
> - Once you push the Repository links to the Production stage, you cannot move them back to the Ready or Draft stages like the other Whatfix content and widgets.
> - Unlike other content and widgets that you can tag in the Draft stage, you can tag the Repository links only in the Ready stage.

## Related

- [Embed a OneDrive video using Embed code](/embed-a-onedrive-video-using-embed-code.md)
- [Integrate Specific Content from OneDrive Repository](/integrate-specific-content-from-onedrive-repository.md)